Become a CFP Professional | CFP Board

Become a CFP® Professional


Become a CFP® Professional

Americans are struggling to pull their finances together and plan for the future. The financial planning profession is growing to address that need, with a projected growth rate of 15 percent through 2026, according to the U.S. Department of Labor Occupational Outlook Handbook.  Only a select group of planners have met the rigorous requirements necessary to call themselves CERTIFIED FINANCIAL PLANNER™ professionals.

Achieving CFP® certification can help you:

  • Build Your Future by Helping Others Build Theirs: As a CFP® professional with valuable expertise, you can expect personal satisfaction as well as financial rewards.
  • Make an Impact: You can make a difference at a time when more Americans are struggling to pull their finances together and plan for the future.
  • Stand Out: CFP® certification communicates your expertise and credibility

 Learn more about the advantages CFP® certification can provide

Upcoming Exam Dates: March 10-17, 2020
Education Verification Deadline: Feb.11, 2019.

Registration for the March 2020 CFP® Exam is Open. 
Standard Registration for the March 2020 exam closes February 11, 2020.

Learn About the CFP® Exam


CFP Board Candidate Forum

CFP Board Candidate Forum Logo

Need advice, have a question, or looking for support on your path to CFP® certification? Take part in a dynamic conversation with other candidates in a convenient community site.

Join the discussion today!

Path to CFP® Certification

Start your journey to CFP® certification with the following steps.  Click each step for highlights and important resources for each step. 

Not ready yet for CFP® Certification?

Learn more about CFP Board and keep up with the financial planning profession.

1. Download the Guide to CFP® Certification

Interested in CFP® Certification? Get the details on how to become a CFP® professional.
Request your copy of the The Professional Advantages of CFP® Certification

2. Sign Up for Updates from CFP Board

Get the latest information on certification requirements as well as career planning insights from CFP Board.
Create Your Online CFP Board Account

3. Follow CFP Board through social networks

More About Becoming a CFP® Professional

Find an Education Program
Hundreds of financial planning education programs around the country are registered with CFP Board to provide curricula that satisfy CFP Board's education coursework requirement. All of these programs cover the same core curriculum, yet vary in style, length and delivery method.
Find an Education Program

CFP® Exam
The CFP® Certification Examination tests your ability to apply your financial planning knowledge to client situations. The exam is offered each March, July and November.
Learn more

Resources & Publications
The Professional Advantages of CFP® Certification brochure provides all the details about the certification requirements, as well as links to resources that will help you along your path to CFP® certification. 
Learn more

Ethics & Enforcement
When it comes to ethics and professional responsibility, CFP® professionals are held to the highest of standards.  CFP Board provides resources to help CFP® professionals understand and comply with their ethical obligations.
Learn more

Exam Dates


CFP® Certification Examination
March 10-17, 2020

Most Recent Exam:

CFP® Certification Examination
November 5-12, 2019

CFP Board Candidate Forum Logo

Looking for support on your path to CFP® certification? Join a dynamic conversation with other candidates in our community site.

Join the Conversation

Find An Education Program

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2024. Bureau of Labor Statistics

In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.

If you hold one of several degrees, licenses or credentials, you can take the CFP® Exam after completing a single capstone course.

Classroom or online learning? Full-time or part-time studies? There are CFP Board-Registered Programs designed to meet your needs. 

Achieve the certification that is rapidly becoming the industry standard: CFP® certification.

Professionals who have already earned their CFP® certification have enjoyed an average income increase of 30%.

Demand for personal financial advisors is expected to grow 30 percent through 2024, according to the Labor Department.

More clients who work with a CFP® professional are satisfied or very satisfied, compared those who work with an advisor without certification.

If you're up for the challenge of helping people achieve their financial goals, financial planning is the career for you.